I had some interesting discussions with many of the utility representatives. While their energy supply could benefit from EVs, these utilities would exist anyway. When I asked some utility representatives about why they were enthusiastic about the success of EVs, they mentioned that night time charging could help them balance their supply. However, one investor-owned utility representative admitted that they still didn’t know how they could create value for their shareholders from this. Another suggested that their utility faced challenges from new entrants that could assume the integrative role, become the face of the energy package for the consumer, and relegating the utility to the role of supplier. Others noted that this risk is exacerbated by the fact that utilities aren’t particularly agile and traditionally don’t have strong innovative capabilities.

For more detailed analysis of what he learned at EVS26 read Chris’s reflections on Utilities,OEMsBatteriesthe Market, and Charging Infrastructure.

Read more: The EVS26 website

A press release from the Electric Drive Transportation Association on the symposium

Photos from EVS26

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